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					<h1>Workflow Dashboard Guide</h1>
					<h2>Eclipse Free BIRD Tools Documentation</h2>
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 			<h2 id="feature-overview">Feature Overview</h2>
<p>The Eclipse Free BIRD Tools Workflow Dashboard is your central control center for managing and executing regulatory reporting workflows. It provides a streamlined interface for processing BIRD data through a systematic 4-task sequential workflow, enabling efficient regulatory compliance and data transformation.</p>
<h2 id="purpose">Purpose</h2>
<p>The Workflow Dashboard serves as the primary orchestration point for your regulatory reporting processes. It eliminates the complexity of manual data processing by providing:</p>
<ul>
<li><strong>Automated Sequential Processing</strong>: Execute complex workflows with a single click</li>
<li><strong>Progress Tracking</strong>: Monitor each step of your data transformation journey</li>
<li><strong>Configuration Management</strong>: Centralize all workflow settings in one place</li>
<li><strong>Quick Actions</strong>: Accelerate common operations with one-click automation</li>
</ul>

<p>This feature is essential for organizations that need to maintain compliance with European regulatory standards while minimizing manual effort and reducing the risk of processing errors.</p>
<h2 id="getting-started">Getting Started</h2>
<h3 id="prerequisites">Prerequisites</h3>
<p>Before using the Workflow Dashboard, ensure you have:</p>
<ul>
<li>FreeBIRD Application installed and running (or in codespaces)</li>
<li>Valid GitHub repository access with appropriate permissions</li>
<li>Database connectivity established</li>
<li>Configuration files prepared in your repository</li>
</ul>

<h3 id="accessing-the-dashboard">Accessing the Dashboard</h3>
<p>To access the dashboard, launch the FreeBIRD Application, navigate to the Home page, and click on <strong>&quot;Task Workflow Dashboard&quot;</strong>.</p>
<p><img src="../images/screenshots/homepage/homepage_click_on_task_workflow_dashboard.png" alt="Homepage" class="img-responsive guide-image"></p>
<h2 id="step-by-step-guide">Step-by-Step Guide</h2>
<h3 id="configuration-setup">Configuration Setup</h3>
<p>Before starting any tasks, you must configure your workflow settings.</p>
<p><img src="../images/screenshots/configuration/configurationmenu_click_on_save.png" alt="Configuration Menu" class="img-responsive guide-image"></p>
<p>Start by selecting &quot;EIL (Input Layer)&quot; as your data model type. Enter your GitHub repository URL and specify the branch you want to use, which defaults to &quot;main&quot; if not specified. Set both the configuration files source and technical export source to &quot;GitHub Repository&quot;. After entering all settings, click the save button to store your configuration.</p>
<h3 id="quick-actions-panel">Quick Actions Panel</h3>
<p><img src="../images/screenshots/quickaction/quickactionmenu_setup_not_started_click_on_retrieve_artifacts.png" alt="Quick Actions Menu" class="img-responsive guide-image"></p>
<p>The Quick Actions panel provides several important functions. Use <strong>Retrieve Artifacts</strong> to download configuration files from your GitHub repository. The <strong>Setup Database</strong> button initializes your database environment. You can select any task from 1 to 4 as your target endpoint and then use <strong>Run Automode</strong> to automatically execute from Task 1 up to your selected target. The panel also displays your current database and configuration status, along with a session ID for tracking. If you need to start over, use <strong>Reset Tasks 1-4</strong> to clear task history while keeping your configuration, or <strong>Reset Everything</strong> for a complete reset.</p>
<h3 id="heading-4-task-sequential-workflow">4-Task Sequential Workflow</h3>
<p>The workflow consists of four sequential tasks that must be executed in order.</p>
<p><img src="../images/screenshots/workflow_dashboard/taskdashboard.png" alt="Task Dashboard" class="img-responsive guide-image"></p>
<h4 id="task-1-smcubes-core-creation">Task 1: SMCubes Core Creation</h4>
<p>This task creates foundational data structures and cube definitions.</p>
<p><img src="../images/screenshots/dataset/step1_do.png" alt="Task 1 Review" class="img-responsive guide-image"></p>
<p>To execute Task 1, click the <strong>&quot;Do&quot;</strong> button to start the execution. The system will then clear the database by running &quot;Delete Database&quot;, create cube structures through &quot;Import Input Model&quot;, generate report templates, import LDM/EIL hierarchies, and process semantic integrations. Alternatively, you can use the Quick Actions panel by selecting &quot;Task 1&quot; as your target and clicking &quot;Run Automode&quot; for automatic execution. After completion, click <strong>&quot;Review&quot;</strong> to verify that over 50 cubes and 100 templates have been created.</p>
<p><img src="../images/screenshots/dataset/step1_review_part1.png" alt="Task 1 Review" class="img-responsive guide-image"></p>
<h4 id="task-2-smcubes-transformation-rules-creation">Task 2: SMCubes Transformation Rules Creation</h4>
<p>This task generates transformation rules and metadata for your data processing.</p>
<p><img src="../images/screenshots/dataset/step2_do.png" alt="Task 2 Do" class="img-responsive guide-image"></p>
<p>Start Task 2 by clicking the <strong>&quot;Do&quot;</strong> button. The system will generate filters and create join metadata for your transformations. You can also use Quick Actions by selecting &quot;Task 2&quot; as your target and running automode, which will execute both Task 1 and Task 2 automatically. Review the results to confirm that filter and join metadata creation has completed successfully.</p>
<p><img src="../images/screenshots/dataset/step2_review.png" alt="Task 2 Review" class="img-responsive guide-image"></p>
<h4 id="task-3-python-transformation-rules-creation">Task 3: Python Transformation Rules Creation</h4>
<p>This task converts your transformation rules into executable Python code.</p>
<p><img src="../images/screenshots/dataset/step3_do.png" alt="Task 3 Do" class="img-responsive guide-image"></p>
<p>Click the <strong>&quot;Do&quot;</strong> button to begin Task 3. The system will generate filter code and join code based on the metadata created in Task 2. For automated execution, select &quot;Task 3&quot; in Quick Actions and run automode to execute Tasks 1 through 3 sequentially. Verify that the executable Python transformation code has been generated successfully.</p>
<h4 id="task-4-full-execution-with-test-suite">Task 4: Full Execution with Test Suite</h4>
<p>This final task validates your regulatory templates with comprehensive testing.</p>
<p><img src="../images/screenshots/dataset/step4_do.png" alt="Task 4 Do" class="img-responsive guide-image"></p>
<p>Start Task 4 by clicking the <strong>&quot;Do&quot;</strong> button, then run the configuration file tests. Alternatively, select &quot;Task 4: Full Execution&quot; in Quick Actions and run automode to execute the complete workflow from Task 1 through Task 4 automatically. Review the test execution reports to check pass/fail statistics and ensure all validations have completed successfully.</p>
<p><img src="../images/screenshots/dataset/step4_review_part1.png" alt="Task 4 Review - Part 1" class="img-responsive guide-image"></p>
<p><img src="../images/screenshots/dataset/step4_review_part2.png" alt="Task 4 Review - Part 2" class="img-responsive guide-image"></p>
<p><img src="../images/screenshots/dataset/step4_review_part3.png" alt="Task 4 Review - Part 3" class="img-responsive guide-image"></p>
<h2 id="best-practices">Best Practices</h2>
<p>Always execute tasks in sequential order from Task 1 through Task 4. Complete each task before proceeding to the next and use the Review function to validate completion. Save your configuration before starting any workflow execution and verify that your GitHub credentials are valid and current. Check that the system status shows &quot;Ready&quot; and &quot;Configured&quot; before beginning execution.</p>
<h2 id="conclusion">Conclusion</h2>
<p>The Workflow Dashboard streamlines your regulatory reporting process by providing a unified interface for executing complex data transformations. By following the 4-task sequential workflow, you can efficiently process BIRD data while maintaining compliance with regulatory standards.</p>
<h3 id="next-steps">Next Steps</h3>
<ul>
<li>Explore the <a href="dpm-operations-guide.html">DPM Operations Guide</a> for alternative workflows</li>
<li>Learn about <a href="pull-request-creation-guide.html">Pull Request Creation</a> to submit your processed data</li>
<li>Review the <a href="execute-datapoint-guide.html">Execute Datapoint Guide</a> for advanced execution options</li>
</ul>

<p>For additional support, contact the Eclipse Free BIRD Tools community through our <a href="https://chat.eclipse.org/#/room/%23technology.efbt:matrix.eclipse.org">Eclipse Chat</a> or email us at <a href="mailto:efbt-dev@eclipse.org">efbt-dev@eclipse.org</a>.</p>
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